傅同學
2020-06-09 15:05老師說 settlor 發(fā)起 irrevocable trust，assets就歸beneficiaries, 但是note上說歸 trustee，求問歸誰
所屬：CFA Level III > Fixed-Income Portfolio Management 視頻位置 相關試題
來源： 視頻位置 相關試題
1個回答
Chris Lan助教
2020-06-09 22:31
該回答已被題主采納
同學你好
trustee。
In an irrevocable trust structure, the trustee may be responsible for tax payments and reporting in his or her capacity as owner of the trust assets for tax purposes. An irrevocable trust structure generally provides greater asset protection from claims against a settlor than a revocable trust.22 In any event, both a revocable and an irrevocable trust structure can result in the transfer of assets to the beneficiaries without the time, expense, potential challenges, and publicity associated with probate because the settlor transfers legal ownership of the assets to the trustee and the transfer of those assets is dictated by the terms of the trust and not the settlor’s will.
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